| Date | Description |
|---|
| 2024-03-11 |
delete person Laura P. Black |
| 2024-03-11 |
insert person Lillian Hoyer |
| 2024-03-11 |
update person_description William B. Howard, Jr => William B. Howard, Jr |
| 2024-03-11 |
update person_title George J. Crews: Financial Analyst; Assistant => Financial Analyst Assistant / Financial Analyst Assistant |
| 2022-07-23 |
update person_description William B. Howard => William B. Howard |
| 2022-04-20 |
update person_description Brian D. Barthol => Brian D. Barthol |
| 2021-05-25 |
delete person Christopher D. Pack |
| 2021-05-25 |
update person_title Brian D. Barthol: Financial Analyst => CFP® - Financial Analyst |
| 2020-04-19 |
update person_title Christopher D. Pack: Financial Analyst => CFP® - Financial Analyst |
| 2019-06-15 |
delete otherexecutives Sandra L. Owens |
| 2019-06-15 |
delete person Sandra L. Owens |
| 2019-06-15 |
insert person W. Barker Howard, III |
| 2019-06-15 |
update person_description Brian D. Barthol => Brian D. Barthol |
| 2019-06-15 |
update person_description Judy B. Carmichael => Judy B. Carmichael |
| 2019-06-15 |
update person_description Sheila C. Akin => Sheila C. Akin |
| 2019-06-15 |
update person_title Sheila C. Akin: Registered Paraplanner => Financial Paraplanner |
| 2018-04-09 |
update person_description Judy B. Carmichael => Judy B. Carmichael |